Karen Burtis (CRD# 4809881) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North East, MD and has over 10 years of experience in the finance industry.
CRD# 6237585
Edward Jones
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Churchville, MD | Jan 2022 - Current | 2 |
| Karen Michaels Insurance Agency | Chruchville, MD | Jan 2022 - Current | 2 |
| Karen Michaels Insurance Agency | North East, MD | Jan 2006 - Current | 18 |
| State Farm Vp Management Corp | North East, MD | Feb 2005 - Current | 19 |
| State Farm Investment Management Corp | Elkton, MD | Jun 2019 - Aug 2021 | 2 |
| Karen Michaels Insurance Agency | Elkton, MD | Apr 2018 - Aug 2021 | 3 |
| State Farm Vp Management Corp | Elkton, MD | Apr 2018 - Aug 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
- DE
- MD
- PA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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